Table of Contents

• Title and Copyright Information
• Support
  • How to Ask a Question
  • How to Log In or Register on the Support Portal
  • How to Review and Update Oracle Service Requests (SRs)
  • User Access Levels & Adding New Users
  • Chat with Support
    • Using Support Chat
  • Chat with Oracle assistant for Textura
  • Service Request for General Contractors
    • Creating a Service Request
  • Service Request for Owners
    • Creating a Service Request
  • TexturaLink Integration Description of Support Services
  • Environment Status
• Help System
  • Help Panel Overview
  • Using Help
• Videos
• FAQs for General Contractors (North America)
• FAQs for Subcontractors (North America)
• Navigation Overview
  • Navigation for General Contractors
    • Header Menus Overview for General Contractors
      • Tools Menu Overview for General Contractors
      • Organization Name Menu Overview for General Contractors
      • Name Menu Overview
      • Announcements Tray Overview
      • Help Panel Overview
    • Home Page Menus Overview for General Contractors
      • Users Menu Overview for General Contractors
      • Organizations Menu Overview for General Contractors
      • Tasks Menu Overview
    • Selector Overview for General Contractors
    • Project Menus Bar Overview for General Contractors
      • My Contract Menu Overview for General Contractors
      • Subcontracts Menu Overview for General Contractors
      • Draw Menu Overview for General Contractors
      • Compliance Menu Overview for General Contractors
      • Project Setup Menu Overview for General Contractors
      • Project Tools Menu Overview for General Contractors
      • Integration Menu Overview for General Contractors
  • Navigation for Subcontractors
    • Header Menus Overview for Subcontractors
      • Tools Menu Overview for Subcontractors
      • Organization Name Menu for Subcontractors
      • Name Menu Overview for Subcontractors
      • Announcements Tray Overview
      • Help Panel Overview
    • Home Page Menus Overview for Subcontractors
      • Users Menu Overview for Subcontractors
      • Organizations Menu Overview for Subcontractors
      • Tasks Menu Overview
    • Selector Overview for Subcontractors
    • Project Menus Bar Overview for Subcontractors
      • My Contract Menu Overview for Subcontractors
      • Compliance Menu Overview for Subcontractors
      • Subcontracts Menu Overview for Subcontractors
      • Project Setup Menu Overview for Subcontractors
  • Navigation for Owners
    • Selector Overview for Owners
    • Project Menus Overview for Owners
      • My Contract Menu Overview for Owners
      • Compliance Menu Overview for Owners
      • Project Setup Menu Overview for Owners
      • Project Tools Menu Overview for Owners
      • Integration Menu Overview for Owners
  • Navigation Overview for Lien Waiver Only Sub-Tiers
    • Header Menus Overview for LW Subs
      • Organization Name Menu Overview for LW Subs
      • Name Menu Overview for LW Subs
      • Help Panel Overview
    • Home Page Menu Overview for LW Subs
      • Users Menu for LW Subs
      • Organizations Menu for LW Subs
      • Tasks Menu Overview
    • Selector Overview for LW Subs
    • Sub-Tier Home Page Menu Navigation Overview
  • Navigating Using a Keyboard
• Federated Single Sign On
  • Benefits of Using SSO
  • System Requirements
  • Limitations
  • Implementation
  • Creating a User
  • Login
  • Deactivation
• General Contractors
  • Security Best Practices for General Contractors
    • Protecting Your Oracle Textura Payment Management Account
    • Protecting Your Bank Account Data on Oracle Textura Payment Management
    • Managing User Access
    • Organization Data Management
    • Best Practices to Prevent Phishing and Social Engineering
    • Security Center for General Contractors
      • Security Update Table Fields Overview
      • Organization Updates Table Fields Overview
      • Tracking User Updates
      • Tracking Organization Updates
      • Tracking Login Attempts
      • Navigate to the Security Center
  • Account Setup for General Contractors
    • Invitation Email Overview for General Contractors
    • Create Username for General Contractors
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • Forgot Username
      • Requesting Your Username
    • Edit User for General Contractors
      • Updating a User Profile for General Contractors
      • Resending User Invites
      • Deactivating User Accounts
      • Setting Up a Verification Phone Number
      • User Roles List for General Contractors
      • User Permissions List for General Contractors
      • Navigate to the Edit User Page
    • Project Roles Page
      • Working with Project Roles Page
      • Assigning User Roles Across Multiple Projects
      • Navigate to the Project Roles Page
    • Reset e-Sign PIN
      • Updating the e-Sign PIN
      • Navigate to the Edit e-Sign PIN Page
    • My Organization Profile for General Contractors
      • Updating the My Organization Profile Page
        • Protecting Your Bank Account Data on Oracle Textura Payment Management
        • Organization Data Management
      • Updating Your Organization's Supplier Tracking Values as a General Contractor
      • Adding a Credit Card to Pay System Fees
      • Navigate to the My Organization Profile Page
    • Organization Settings for General Contractors
      • Choosing Organization Settings for General Contractors
      • Organization Settings Overview for General Contractors
      • Managing Organization Level Rejection Responses
      • Tax Codes
        • Enabling Tax Rates on a Project for General Contractors
        • Viewing the Tax Codes
        • Tax Code Fields
        • Adding a Tax Code for General Contractors
        • Assigning Task Codes to a Contract for General Contractors
      • Manage Data Collection Overview
        • Setting Up a Data Collection Consent Notice
      • Creating a Custom Calendar
      • Creating a Segment for General Contractors
      • Deleting a Segment for General Contractors
      • Navigate to the Organization Settings Page
    • Organization Profiles for General Contractors
      • Working with the Organization Profiles Page
      • Creating a Secondary Organization
      • Deleting a Secondary Organization
      • Navigate to the Organization Profiles Page
    • Create User for General Contractors
      • Updating a User Profile for Another User
      • Managing User Access
      • User Roles List for General Contractors
      • User Permissions List for General Contractors
      • Navigate to the Create User Page
    • Security Center for General Contractors
      • Security Update Table Fields Overview
      • Organization Updates Table Fields Overview
      • Tracking User Updates for Subcontractors
      • Tracking Organization Updates
      • Tracking Login Attempts
      • Navigate to the Security Center
    • Home for General Contractors
      • Working with the Home Page
      • Saving Custom Filters
      • Deleting Saved Filters
      • Home Page Navigation Overview
        • Header Menus Overview for General Contractors
          • Tools Menu Overview for General Contractors
          • Name Menu Overview
          • Organization Name Menu Overview for General Contractors
          • Announcements Tray Overview
          • Help Panel Overview
        • Home Page Menus Overview for General Contractors
          • Users Menu Overview for General Contractors
          • Organizations Menu Overview for General Contractors
          • Tasks Menu Overview
      • Projects Table Fields
    • DocWriter Library
      • Working With the DocWriter Library Page
      • Creating a Document Preview
      • Navigate to the DocWriter Library
    • Messages
      • Customizing the Messages Table Display
      • Unsubscribing From a Message
      • Archiving a Message
      • Unarchiving a Message
      • Viewing a Message
      • Navigate to the Messages Page
    • Project Information
      • Project Information Fields
      • Navigate to the Project Information Page
    • ACH Debit Help
      • Enabling ACH Funds Transfers
      • ACH Debit Help Fields
      • Navigate to the ACH Debit Help Page
    • Invite Organization
      • Inviting an Organization to Use TPM
      • Navigate to the Select Organization Dialog Box
    • Browse Organizations
      • Searching for an Organization with the Search Feature
      • Navigate to the Browse Organizations Page
    • Browse Users
      • Searching for a User
      • Navigate to the Browse Users Page
    • Subcontracts by Organization
      • Searching for Contracts with a Specific Organization
      • Subcontracts by Organization Fields
      • About Organization Level Holds
      • Viewing Organization Level Holds
      • Placing a Manual Organization Level Hold
      • Releasing a Manual Organizational Hold
      • Releasing Automatic Organizational Holds
      • Configuring Invoice Export Settings
      • Configuring the Default Payment Method Setting
      • Navigate to the Subcontracts by Organizations Page
    • Tasks
      • Working with the Tasks Page
      • Filtering and Ordering Tasks
      • Saving Custom Filters
      • Deleting Saved Filters
      • Tasks Table Fields
      • Navigate to the Tasks Page
  • Manage Textura Payment Accelerator Programs
    • Textura Payment Accelerator Program Overview
    • TPA Dashboard
      • Working with the TPA Dashboard
      • TPA Dashboard Columns Overview
      • Navigate to the TPA Dashboard
    • TPA Dashboard (Enterprise Project View)
      • Working with the TPA Dashboard (Enterprise Project View)
      • TPA Dashboard (Enterprise Project View) Program Settings Fields
      • Navigate to the TPA Dashboard (Enterprise View)
    • Manage Enterprise TPA Project Settings
      • Textura Payment Accelerator Program Project Settings
      • Viewing and Managing TPA Settings
      • TPA Settings Fields Overview
      • Managing Payment Accounts
      • Navigate to the TPA Project Settings Page
    • Manage TPA Program Settings
      • Adding a New TPA Program
      • Changing a Fixed Pricing Program to Dynamic Pricing
      • Editing a TPA Program
      • TPA Program Settings Fields Overview
      • Navigate to the TPA Program Settings Page
    • Editing TPA Project Settings
      • TPA Project Settings List
      • Notice of Lending
        • Setting Up Notice of Lending for Your Organization
        • Setting Up Notice of Lending Tracking on a Project
        • Tracking Notice of Lending Compliance
        • Notice of Lending Fields
        • Navigate to the Notice of Lending Page
    • Edit Organization TPA Overrides
      • Blocking TPA Enrollment
      • Edit Organization TPA Overrides Fields
      • Navigate to the Edit Organization TPA Overrides Page
    • TPA Maturity Payments
      • Reviewing TPA Maturity Payments
      • Navigate to the TPA Maturity Payments Page
  • Project Set Up
    • Owner-Created Project Workflow
    • General Contractor-Created Project Setup Workflow
    • Understanding Organization Credit Holds
    • Disabling Owner Billing when Creating a Project
    • Project Fee Information Page for General Contractors
      • About the Project Fee Information Page for General Contractors
      • Exporting Project Fees Data
      • Navigate to the Project Fee Information Page
    • Confirm Contract for General Contractors
      • Confirming a Contract for General Contractors
      • Navigate to the Confirm Contract Page for General Contractors
    • Adding a Project
    • Deleting a Project
    • Owner Project Participants for General Contractors
      • About Project Participants
      • Adding Project Participants
      • Navigate to the Owner Project Participants Page
    • Choose Project Settings
      • Selecting Project Settings for General Contractors
        • General Information Settings
        • Project Information Settings
        • Date Tracking Settings
        • Subcontract Settings
        • Draw Settings
        • Integration Settings
        • Retention Settings
        • Payment Holds Settings
        • Document Settings
        • Lien Waiver Settings
        • Site Information
        • General Contractor Information
        • User Defined Fields
        • Metering Settings for General Contractors
      • Customizing Advanced Project Settings
        • GC Project Information Settings
        • User Defined Fields
      • Editing TPA Project Settings
        • TPA Project Settings
      • Disabling Owner Billing when Updating Project Settings
      • Using Advance Billing
      • Configuring Owner Funding Settings
      • Viewing Owner Funding
      • Tracking Owner Funding
      • Calculating Payment Due Dates
        • Enabling the Overriding Payment Due Date Feature
        • Overriding Payment Due Date
        • Viewing Override Comment
      • Customizing Project Level Invoice Rejection Text
      • Deleting Invoice Rejection Reasons
      • Applying Invoice Rejection Reasons to a Project
      • Using Customized Invoice Rejection Reasons
      • Document Sets for General Contractors
        • Working with the Document Sets Page for General Contractors
        • Creating a Document Set for General Contractors
        • Navigate to the Document Sets Page
      • Assign Document Sets for General Contractors
        • Working with the Assign Document Sets Page for General Contractors
        • Assign Document Sets Table Field Overview
        • Assigning a Document Set
        • Navigate to the Assign Document Sets Page
      • Navigate to the Project Settings Page
    • User Roles for General Contractors
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
    • Edit Project Funding
      • Adding or Updating Project Funding Details
      • Navigate to the Edit Project Funding Pane
    • Project Participants
      • Viewing Project Participants
      • Navigate to the Project Participants Page
    • Generate Document Archive
      • Working with the Generate Document Archive Page
      • Generate Document Archive Table Fields Overview
      • Creating a Document Archive
      • Setting the Order of PDF Documents in a PDF Archive
        • Document Order Dialog Box Fields Overview
      • Setting the Filename Format in a ZIP Archive
      • Navigate to the Generate Document Archive Page
    • Enterprise Project Funding Page
      • Working with the Enterprise Project Funding Page
      • Viewing and Editing Project Funding
    • View Document Archive
      • View Document Archives Table Fields Overview
      • Downloading a Document Archive
      • Downloading a Document List
      • Navigate to the View Document Archives Page
    • Project Home for General Contractors
      • Working with the Project Home Page for General Contractors
      • Project Navigation Overview for General Contractors
        • Selector Overview for General Contractors
        • Project Menus Bar Overview for General Contractors
          • My Contract Menu Overview for General Contractors
          • Subcontracts Menu Overview for General Contractors
          • Draw Menu Overview for General Contractors
          • Compliance Menu Overview for General Contractors
          • Project Setup Menu Overview for General Contractors
          • Project Tools Menu Overview for General Contractors
          • Integration Menu Overview for General Contractors
  • Contract Administration
    • Subcontract List
      • Working with the Subcontract List Page
      • Subcontracts Fields Overview
      • Navigate to the Subcontract List Page
    • Subcontractor Participation Overview
    • Creating Subcontracts Manually
    • Completing Imported Subcontracts
    • Contract Fields and Settings
    • Cost Code Breakout Fields
    • Navigate to the Create Subcontract Page
    • Contract Maintenance for General Contractors
      • Reassigning Contracts
      • Deleting Unaccepted Subcontracts
      • Deleting an Accepted Subcontract
      • Navigate to the Contract Maintenance Page
    • Managing Subcontractor Settings
    • Contract Discount Terms Overview
      • Contract Discount Terms Workflow
      • Applying Contract Discount Terms
    • Specified SoV Overview
      • Adding the Specified SoV Setting to a New Subcontract
      • Adding the Specified SoV Setting to an Existing Subcontract
      • Removing Specified SoV from a Subcontract
      • Entering a Subcontractor SoV
    • Specified Billing Overview
      • Adding the Specified Billing Setting to a New Subcontract
      • Adding the Specified Billing Setting to an Existing Subcontract
      • Entering a Subcontractor Invoice for Specified Billing
    • Subcontract Retention Overview
      • Contract Level Retention Overview
        • Setting Up Contract Level Retention on a Project
        • Editing Contract Level Retention on an Existing Contract
        • Setting Up Contract Level Retention on a New Subcontract
      • Retention Lock Overview
        • Locking Current Period Retention on a New Subcontract
        • Locking Current Period Retention on an Existing Subcontract
      • Component Level Retention Overview
        • Setting Up Component Level Retention on a Project
        • Overriding Component Level Retention on a Contract
        • Removing Component Level Retention Overrides on a Contract
        • Contract Maintenance Retention Tab Fields for Component Level Retention
    • Component Types Overview
      • Assigning Component Types
    • View Organization
      • Organization Details Overview
      • Navigate to the View Organization Page
    • Contract Status for General Contractors
      • Working with the Contract Status Page
      • Contract Status Fields Overview
      • Navigate to the Contract Status Page for General Contractors
  • Schedule of Values and Change Order Management
    • Edit Schedule of Values
      • Working with the Schedule of Values Page
      • About Modifying the Schedule of Values
        • Reallocating Budget Amounts to an Existing Line
        • Reallocating Budget Amounts to a New Line
        • Reallocating Billings to an Existing Line Item
        • Reallocating Billings to a New Line Item
        • Viewing Subcontracted Lines
      • Uploading New SoV from CSV
      • Breaking Out the Schedule of Values Manually
      • Edit Schedule of Values Fields Overview
      • Edit SoV Tab Overview
      • Edit Contract Tab Overview
      • Edit Billings Tab Overview
      • Navigate to the Edit Schedule of Values Page
    • Setup Invoice Codes
      • Setting Up Invoice Codes
      • Setting Up Breakout Codes
      • Setting Up Handling Codes
      • Navigate to the Setup Invoice Codes Page
    • Assign Invoice Codes
      • Assigning Invoice Codes
      • Exporting Invoice Codes
      • Importing Invoice Codes
      • Navigate to the Assign Invoice Codes Page
    • Edit Code Hierarchy
      • Creating New Hierarchy Nodes
      • Navigate to the Edit Code Hierarchy Page
    • View Schedule of Values
      • View Schedule of Values Column Overview
      • Navigate to the View Schedule of Values Page
    • Change Orders for General Contractors
      • Understanding Change Orders for General Contractors
      • Working with the Change Orders Page for General Contractors
      • Creating a Prime Contract Change Order
      • Creating a Subcontract Change Order for General Contractors
      • Mapping Imported Subcontract Change Orders
      • Deleting Change Orders for General Contractors
      • Uploading a Change Order Document
      • Viewing an Uploaded Change Order Document
      • Change Orders Fields for General Contractors
      • Navigate to the Change Orders Page
    • Edit Potential Change Orders
      • Approving Potential Change Orders
      • Navigate to the Edit Potential Change Order Page
  • Draw Process
    • Draw Home Page for General Contractors
      • Working with Draw Home for General Contractors
      • Navigate to the Draw Home for General Contractors
    • Create and Manage Draws
      • Schedule Draws for General Contractors
        • Draw Schedule Table Column Overview
        • Setting Up a Draw Schedule
        • Manually Initiating a Drafted Draw
        • Deleting a Scheduled Draw
        • Navigate to the Draw Schedule Page
      • Initiate Draw
        • Initiating a Draw
        • Initiate Draw Fields
        • Filtering Participants
        • Navigate to the Initiate Draw Page
      • Manage Draw Participants for General Contractors
        • Adding Draw Participants
        • Viewing Invitation Status
        • Navigate to the Manage Draw Participants Page
      • Close Draw
        • Closing a Draw
        • Close Draw Fields
        • Navigate to the Close Draw Page
      • About Reopening a Draw
        • Reopening a Draw
      • Draw Configurations
        • Disabled Owner Billing Workflow Overview
    • My Invoice Submission
      • Working with your Billing Workflow
        • Navigate to your Billing Workflow
      • Submitting your Invoice
        • Stored Materials Tab for General Contractors
          • Recording Stored Materials for General Contractors
        • Progress Tab for General Contractors
          • Recording Progress for General Contractors
          • Progress Tab Fields Overview
          • Configuring Unit Billing
          • Uploading an Invoice
          • Adding an Attachment as a Part of Your Billing Workflow
          • Deleting an Invoice Attachment as a Part of Your Billing Workflow
        • Retention Tab for General Contractors
          • Billing Line Item Retention for General Contractors
          • Retention Tab Fields Overview
          • Submitting Contract Level Retention Billing
        • Additional Information Tab for General Contractors
          • Recording Hours Worked and Drug Testing Certification
        • Review Tab for General Contractors
          • Reviewing Your Billing and Proceeding to Signing
          • Signing a Document
          • DocuSign Overview
            • Enforceability and Non-Repudiation of Transactions
            • Certificates of Completion
          • Electronic Notarization on TPM for General Contractors
            • Notarizing a Document
            • Notarizing Documents with a Document Authentication Number
      • Subcontractor Rollup on General Contractor's Invoice
      • Using Table Views
      • Filtering and Using Search
    • Subcontractor Invoice Approval
      • Manage Invoices
        • Working with the Manage Invoices Page
        • Approving or Rejecting Subcontractor Invoices
        • Modify and Approve Subcontractor Invoices
          • Reviewing or Modifying Billing Details
          • Approving or Rejecting an Invoice
        • Entering a Subcontractor Invoice for Specified Billing
        • Navigate to the Manage Invoices Page
      • Serial Approval
        • Setting up a Serial Signatory Approval Project
        • Serial Approval Scenarios for General Contractors
        • Managing Serial Project Approvers
        • Applying Serial Approval
        • Workflow for Serial Approval on Invoices Bypassing Electronic Notarization
      • Organization Rules
        • Creating an Organization Approval Rule
        • Navigate to the Organization Approval Rules Page
      • Project Approval Rules
        • About Approval Groups
        • Adding Approval Groups
        • About Additional Approval Rules
        • Adding Additional Approval Rules
        • Navigate to the Project Approval Rules Page
      • Parallel Approval
        • Setting up a Parallel Signatory Approval Project
        • Managing Project Approvers
        • Approving Subcontractor Invoice (Parallel Approval)
        • Rejecting Subcontractor Invoice (Parallel Approval)
    • Additional Draw Information
      • Attachments for General Contractors
        • Uploading Backup Documents
        • Opening Uploaded Files
        • Classifying and Un-classifying Uploaded Files
        • Navigate to the Attachments Page
      • Invoice Control Log
        • Navigate to the Invoice Control Log Page
      • View Contractors and Material Suppliers for General Contractors
        • Navigate to the View Contractors and Material Suppliers Page
      • View Draw Request
        • Draw Request Fields
    • Track Draw Deadlines
      • Working with the Track Draw Deadlines Page
      • Track Draw Deadlines Fields Overview
      • Recording the Proper Invoice Date
      • Recording the Proper Invoice Response
      • Recording Payment Delays from the Owner
      • Submitting a Response to Subcontractors
      • Submitting a Payment Delay Notice to Subcontractors
      • Closing All Invoice Responses
      • Navigate to the Track Draw Deadlines Page
    • Exporting Subcontractor Invoices
    • Print Draw Documents
      • Printing Documents
      • Navigate to the Print Draw Documents Page
    • Request Lien Waivers for Draw
      • Requesting Lien Waivers
      • Navigate to the Lien Waivers Page
  • Compliance Management
    • Set Up Document Requirements for General Contractors
      • Creating Standard Document Requirements
      • Creating Periodic Document Requirements
      • Creating Conditional Document Requirements
      • Setting Up Internal Compliance Tracking
      • Deleting Legal Document Requirements
      • Standard Tab Fields Overview
      • Periodic Tab Fields Overview
      • Conditional Tab Fields Overview
      • Navigate to the Document Requirements Page
    • View Document Status for General Contractors
      • Working with the View Document Status Page for General Contractors
      • Document Status Overview
      • Updating Document Compliance Status from the View Document Status Page
      • Navigate to the View Document Status Page
    • Document Compliance Payment Holds Overview
    • Legal Document Download
      • Downloading Subcontractor Documents
      • Navigate to the Download Legal Document Page
    • Edit Document Status for General Contractors
      • Updating Document Compliance Status from the Edit Document Status Page
      • Navigate to the Edit Document Status Page
    • Lien Waiver Compliance
      • Sub-Tier Management Workflow
      • Lien Waiver Payment Hold Overview
      • Subcontractor and Sub-Tier Types Recognized by TPM
      • Add Sub-Tier for General Contractors
        • Adding a Lien Waiver Only Sub-Tier for General Contractors
        • Adding a Manual Sub-Tier for General Contractors
        • Viewing an Uploaded Pre-Lien Notice
        • Add Sub-Tier and Edit Sub-Tier Fields Overview
        • Navigate to the Add Sub-Tier Page
      • Edit Sub-Tier for General Contractors
        • Updating Sub-Tier Details
        • About Deleting a Lien Waiver Only or Manual Sub-Tier for General Contractors
          • Deleting a Sub-Tier Organization
        • Adding a Preliminary Notice for Lien Waiver Only Subcontractors
        • Add Sub-Tier and Edit Sub-Tier Fields Overview
        • Navigate to the Edit Sub-Tier Page
      • Manage Lien Waivers for General Contractors
        • Working with the Manage Lien Waivers Page for General Contractors
        • Requesting Lien Waivers
        • Uploading Lien Waivers
        • Deleting Uploaded Lien Waivers
        • Updating Lien Waiver Status
        • Adding a Rejection Comment
        • Reviewing Lien Waiver Alerts for General Contractors
        • Applying Lien Waiver Holds
        • Hold Status Overview
        • Manage Lien Waivers Table Fields Overview for General Contractors
        • Lien Waiver Column Fields Overview
        • Navigate to the Manage Lien Waivers Page
      • Manage Lien Waivers by Draw for General Contractors
        • Uploading Lien Waivers
        • Updating Lien Waiver Status
        • Applying Lien Waiver Holds
        • Hold Status Overview
        • Manage Lien Waivers by Draw Fields for General Contractors
        • Navigate to the Manage Lien Waivers by Draw Page
      • Lien Waiver Status for General Contractors
        • Working with the Lien Waiver Status Page for General Contractors
        • Lien Waiver Status Fields Overview
        • Navigate to the Lien Waiver Status Page
    • Change Order Compliance
    • Track Offline Notary for General Contractors
      • Approving an Uploaded Notarized Document from the Review Notarized Document Task
      • Track Offline Notary Table Fields for General Contractors
      • Approving an Uploaded Notarized Document from the Track Offline Notary Page
      • Navigate to the Track Offline Notary Page for General Contractors
  • Supplier Tracking Programs
    • Corporate Supplier Tracking
      • Creating a Corporate Supplier Tracking Program
      • Navigate to the Corporate Supplier Tracking Page
    • Supplier Tracking
      • Working with the Project Tab of the Supplier Tracking Page
        • Creating a New Supplier Tracking Program
        • Creating a New Supplier Tracking Program from a Template
        • Updating Program Value Priority
        • Editing a Program Value
        • Deleting a Program Value
        • Creating a Supplier Tracking Template
        • Editing a Supplier Tracking Template
        • Deleting a Supplier Tracking Template
        • Updating Your Organization's Supplier Tracking Values as a General Contractor
        • Program Download Report
      • Working with the Allocation Tab of the Supplier Tracking Page
        • Allocation Supplier Tracking Fields Overview
        • Editing Commitments
        • Changing a Percentage of Payment for a DEI Classification Value
        • Project Supplier Tracking Report
      • Analysis Supplier Tracking Fields Overview
      • Navigate to the Supplier Tracking Page
    • Supplier Qualifications
      • Working with the Supplier Qualifications Tab of the Supplier Tracking Page
      • Reviewing Supplier Tracking Program Values
      • Assigning Supplier Tracking Values
      • Assigning a Does Not Qualify Status to a Subcontractor
      • Supplier Tracking Overrides
        • Modifying Supplier Qualification Values Submitted by Subcontractors
      • Navigate to the Supplier Qualifications Tab of the Supplier Tracking Page
  • Disbursement
    • Managing Disbursements
    • Authorize Payments
      • Authorizing Disbursable Payments
      • Authorize Payments Fields
      • Navigate to the Authorize Payment Page
    • Manage Draw Payments
      • Disbursing Project Funds
      • Sending a Disbursement Notification
      • Adding Contract Comments and Draw Comments
      • Navigate to the Manage Draw Payments Page
    • Bank Reconciliation Files for General Contractors
      • Bank Reconciliation Files Table Fields Overview
      • Navigate to the Bank Reconciliation Files Page
    • Edit Payment Status
      • Working with the Edit Payment Status Page
      • Owner Funding Information
      • About Payment Holds
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Changing a Discount During Discount Terms
      • Changing a Discount After Discount Terms Pass
      • Modifying Payment Options
      • About Payment Due Date Information and Override
      • Creating Split Payments and Joint Checks
      • Creating Partial Payments
      • Deleting a Partial Payment
      • Adding Contract Comments and Draw Comments
      • Navigate to the Edit Payment Status Page
    • Enterprise Wide Disbursement
      • Working with Disburse Enterprise Wide Funds Page
      • Configuring Tables
      • Disbursing Enterprise Wide Funds
      • Finding Disbursable Payments
      • Filtered and Selected Payments Reports
      • Enterprise Wide Disbursement Reports
      • Navigate to the Enterprise Wide Disbursement Page
    • About Configuring Out of Order Disbursements
      • Disbursing Future Draw Payments
    • Owner Funding List
      • Entering Owner Funding
      • Viewing Owner Funding Payments
      • Owner Funding List Fields
      • Navigate to the Owner Funding List Page
      • Fund Subcontractor Invoices
        • Fund Subcontractor Invoices Fields
        • Navigate to the Fund Subcontractor Invoices Page
    • TPA Maturity Payments
  • Reports
    • Generate Reports
      • Creating a Report
      • Navigate to the Generate Reports Page
    • View Reports
      • Viewing a Report File
      • Viewing a Report Audit
      • Report List (A to C)
      • Report List (D to H)
      • Report List (I to O)
      • Report List (P)
      • Report List (S)
      • Report List (T)
      • Report List (U to V)
      • Navigate to the View Reports Page
    • Reporting Tool
      • Creating and Opening a Draw Report
      • Draw Report List
      • Navigate to the Reporting Tool Page
    • Audit Reporting
      • Creating and Opening an Audit Report
      • Audit Report List
      • Navigate to the Audit Reports Page
    • Compliance Reports
      • Creating and Opening a Compliance Report
      • Compliance Report List
    • General Contractor Report Details
      • Accounts Payable Aging Report
      • Accounts Payable Report
      • All Users by Project Report
      • All Users with Roles Report
      • Attachments Report
      • Audit Supplier Qualifications Report
      • Awaiting Submission Report
      • Billing by Breakout Codes Report
      • Business Status Report
      • Change Order Log Report
      • Change Order Mapping Report
      • Compliance Audit Report
      • Compliance Requirement Settings Report
      • Compliance Status Report
      • Compliance Submission Report
      • Component Cost Code Report
      • Corporate Supplier Tracking Report
      • Disbursable Report
      • Disbursed Report
      • Draw Calendar Report
      • Draw Payment Summary Report
      • Draws Initiated Report
      • Due Dates and Responses Report
      • EPP Funder Response Report
      • EPP Performance Report
      • EPP Revenue Report
      • ERP Integration Receipts Report
      • Enterprise Wide Disbursement Reports
      • Exported Records Report
      • Filtered and Selected Payments Reports
      • Hours Worked Report
      • Incomplete Contracts Report
      • Invited Subcontractors Report
      • Invoice Export Report
      • Invoice Reversal Report
      • Lien Waiver Status Report
      • Lien Waivers Uploaded Report
      • Manage Draw Payments Report
      • Minority Tracking Report
      • Offline Notary Tracking Report
      • Open Draws Report
      • Organizational Change Audit Report
      • Owner Billing with Invoice Codes Report
      • Owner Funding Report
      • Payment Export Report
      • Payment Reconciliation Report
      • Payments Held Report
      • Payments Held and Hold Release Audit Report
      • Pending or Disbursed Manual Check Report
      • Potential Change Order/Variation Log
      • Project Compliance Report
      • Project Level Disbursable Report
      • Project Listing Report
      • Project Settings Report
      • Project Supplier Tracking Details Report
      • Project Supplier Tracking Summary Report
      • Project User Role Audit Report
      • Project User Role Exception Report
      • Requested Change Order/Variation Log
      • Schedule of Values with GC Line Codes Report
      • Signing Report
      • SoV Adjustment Detail Report
      • Stored Materials Detail Report
      • Sub SoV Line Item By Draw Report
      • Subcontract Component Listing Report
      • Subcontract Component Listing Report (Grouped by Subcontractor)
      • Subcontract Invoice Status Report
      • Subcontract Reconciliation Report
      • Subcontract Retention Report
      • Subcontractor Direct Enrollment Report
      • Subcontractor Draw Detail Report
      • Subcontracts with Vendor Information
      • Sub-Tiers Not Included in Draw Report
      • Sub-Tier Status Report
      • TPA Enrollment Audit Report
      • TPA Funding Report
      • TPA Funding Reconciliation Report
      • TPA Invoices Audit Report
      • TPA Maturity Aging Report
      • TPA Maturity Reconciliation Report
      • TPA Metering Report
      • TPA Performance Self Funding Report
      • Unapproved Invoice Report
      • Unifier Invoice Report
      • Variable Discount Terms Report
      • Audit Reports
        • Modified Subcontract Listing Report
        • Prime Contract Change Order Log
        • Subcontract Change Order Log
      • Draw Reports
        • GC Draw ACH Transaction Report
        • GC Draw Manual Check Report
        • GC Full Draw Detail Payment Report
        • SoV Adjustment Detail Report
        • Document Status Report
  • Accounting Integration
    • Overbilling with CMiC
    • Integration Home
      • Working with the Import Jobs Tab
        • Viewing Import Jobs
        • Starting an Import
        • Retrying an Import
        • Importing Schedule of Values
        • Viewing Job Results
        • Viewing Import File
      • Working with the Export Jobs Tab
        • Viewing Export Jobs
        • Starting an Export
        • Viewing Export File
        • Viewing an Audit Report for Exported Jobs
      • Working with Exported Records
        • Editing Invoice Number
        • Selecting Files for Re-Export
      • Working with Schedule Jobs
        • Scheduling an Integration Job
        • Enabling or Disabling a Job Schedule
        • Editing Job Schedule
        • Deleting a Job Schedule
      • Working with Configurations
      • Working with Settings Tab
      • Adding ERP Authentication for TexturaLink Cloud
      • Navigate to the Integration Home Page
    • Manage Accounting Exports
      • Searching for a File
      • Updating an Invoice Number
      • Flagging Invoice Files for Export
      • Navigating to the Manage Accounting Exports Page
  • Manage Aconex Integration
    • Enabling Aconex Integration for General Contractors
    • Aconex Integration Tab Fields Overview
    • Project Tools Menu (Aconex Integration)
    • Viewing Project in Aconex
    • Viewing Document Register
    • Viewing Document Attachments in Aconex
• Subcontractors
  • Subcontractor TPM Workflow
  • Security Best Practices for Subcontractors
    • Protecting Your Oracle Textura Payment Management Account for Subcontractors
    • Protecting Your Bank Account Data on Oracle Textura Payment Management (Subcontractors)
    • Managing User Access for Subcontractors
    • Organization Data Management for Subcontractors
    • Best Practices to Prevent Phishing and Social Engineering for Subcontractors
    • Security Center for Subcontractors
      • Security Update Table Fields Overview for Subcontractors
      • Organization Updates Table Fields Overview for Subcontractors
      • Tracking User Updates for Subcontractors
      • Tracking Organization Updates for Subcontractors
      • Tracking Login Attempts for Subcontractors
      • Navigate to the Security Center for Subcontractors
  • Set Up Account
    • Invitation Email Overview for Subcontractors
    • Create Username for Subcontractors
      • Creating a Username and Password for Subcontractors
      • Protecting Your Oracle Textura Payment Management Account for Subcontractors
      • Tracking User Updates for Subcontractors
      • Navigate to the Create Username Page for Subcontractors
    • Forgot Username for Subcontractors
      • Requesting Your Username for Subcontractors
    • Edit User for Subcontractors
      • Updating a User Profile for Subcontractors
      • Deactivating User Accounts for Subcontractors
      • Setting Up a Verification Phone Number for Subcontractors
      • User Roles List for Subcontractors
      • User Permissions List for Subcontractors
      • Navigate to the Edit User Page for Subcontractors
    • Project Roles Page for Subcontractors
      • Working with Project Roles Page for Subcontractors
      • Assigning User Roles Across Multiple Projects for Subcontractors
      • Navigate to the Project Roles Page
    • Reset e-Sign PIN for Subcontractors
      • Updating the e-Sign PIN for Subcontractors
      • Navigate to the Edit e-Sign PIN Page for Subcontractors
    • My Organization Profile for Subcontractors
      • General Information Overview for Subcontractors
      • Banking Information Overview for Subcontractors
      • Usage Fee Payment Overview for Subcontractors
      • Updating the Organization Profile for Subcontractors
        • Protecting Your Bank Account Data on Oracle Textura Payment Management (Subcontractors)
        • Organization Data Management for Subcontractors
      • Adding a Credit Card to Pay System Fees for Subcontractors
      • My Supplier Tracking Qualifications
        • Working with the My Supplier Tracking Qualifications
        • Updating Your DEI Values on the My Supplier Tracking Qualifications
        • Navigate to the My Supplier Tracking Qualifications Page
      • Navigate to the My Organization Profile Page for Subcontractors
    • My Organization Settings for Subcontractors
      • Organization Administration Overview for Subcontractors
      • Project Administration Overview for Subcontractors
      • Manage Data Collection Overview for Subcontractors
        • About Consent Notices for Subcontractors
        • Setting Up a Data Collection Consent Notice for Subcontractors
      • Choosing Organization Settings for Subcontractors
      • Creating a Segment for Subcontractors
      • Deleting a Segment for Subcontractors
      • Navigate to the My Organization Settings Page for Subcontractors
    • Create User for Subcontractors
      • Managing User Access for Subcontractors
      • Updating a User Profile for Another User for Subcontractors
      • User Roles List for Subcontractors
      • User Permissions List for Subcontractors
      • Navigate to the Create User Page for Subcontractors
    • Security Center for Subcontractors
      • Security Update Table Fields Overview for Subcontractors
      • Organization Updates Table Fields Overview for Subcontractors
      • Tracking User Updates for Subcontractors
      • Tracking Organization Updates for Subcontractors
      • Tracking Login Attempts for Subcontractors
      • Navigate to the Security Center for Subcontractors
    • Home for Subcontractors
      • Working with the Home Page for Subcontractors
      • Saving Custom Filters for Subcontractors
      • Deleting Saved Filters for Subcontractors
      • Home Page Navigation Overview for Subcontractors
        • Header Menus Overview for Subcontractors
          • Tools Menu Overview for Subcontractors
          • Organization Name Menu for Subcontractors
          • Name Menu Overview for Subcontractors
          • Announcements Tray Overview for Subcontractors
          • Help Panel Overview for Subcontractors
        • Home Page Menus Overview for Subcontractors
          • Users Menu Overview for Subcontractors
          • Organizations Menu Overview for Subcontractors
          • Tasks Menu Overview for Subcontractors
      • Projects Table Fields for Subcontractors
    • Messages for Subcontractors
      • Customizing the Messages Table for Subcontractors
      • Unsubscribing from a Message for Subcontractors
      • Archiving a Message for Subcontractors
      • Unarchiving a Message for Subcontractors
      • Viewing a Message for Subcontractors
      • Navigate to the Messages Page for Subcontractors
    • Project Information for Subcontractors
      • Project Information Fields Overview for Subcontractors
      • Navigate to the Project Information Page for Subcontractors
    • ACH Debit Help for Subcontractors
      • Enabling ACH Funds Transfer for Subcontractors
      • ACH Debit Help Fields for Subcontractors
      • Navigate to the ACH Debit Help Page for Subcontractors
    • Invite Subcontractor for Subcontractors
      • Inviting a Sub-Tier Organization
      • Navigate to the Select Organization Dialog Box for Subcontractors
    • Browse Organizations for Subcontractors
      • Searching for an Organization with the Search Feature for Subcontractors
      • Navigate to the Browse Organizations Page for Subcontractors
    • Browse Users for Subcontractors
      • Searching for a User for Subcontractors
      • Navigate to the Browse Users Page for Subcontractors
    • Tasks for Subcontractors
      • Working with the Tasks Page for Subcontractors
      • Saving Custom Filters for Subcontractors
      • Deleting Saved Filters for Subcontractors
      • Filtering and Ordering Tasks for Subcontractors
      • Tasks Table Fields for Subcontractors
      • Navigate to the Tasks Page for Subcontractors
  • Textura Payment Accelerator Programs
    • Accept TPA Enrollment
      • Enrolling in TPA When Accepting a Subcontract
    • Viewing the Early Payment Fee Calculation
    • Programs
      • Automatically Enrolling in Available TPA Programs
      • Choosing to Enroll Select Invoices in a Textura Payment Accelerator Program
      • Using the TPA Calculator
      • Navigate to the Programs Page
  • Set Up Project
    • Confirm Contract
      • Confirming a Contract for Subcontractors
      • Navigate to the Confirm Contract Page
      • Understanding Organization Credit Holds for Subcontractors
    • User Roles for Subcontractors
      • About Required Project Roles
      • Assigning Users to Project Roles for Subcontractors
      • Navigate to the User Roles Page
    • Subcontractor Fee Inquiry
      • How is the contract usage fee calculated?
      • Working with the Usage Fees Page
      • Navigate to the Subcontractor Usage Fee Page
    • Project Settings for Subcontractors
      • Project Settings Overview for Subcontractors
      • Advance Billing Overview for Prime Subcontractors
      • Promote Subcontractor Billings Overview for Prime Subcontractors
      • Navigate to the Project Settings Page for Subcontractors
    • Generate Document Archive for Subcontractors
      • Working with the Generate Document Archive Page for Subcontractors
      • Generate Document Archive Table Fields Overview for Subcontractors
      • Creating a Document Archive for Subcontractors
      • Setting the Order of PDF Documents in a PDF Archive for Subcontractors
        • Document Order Dialog Box Fields Overview for Subcontractors
      • Setting the Filename Format in a ZIP Archive for Subcontractors
      • Navigate to the Generate Document Archive Page for Subcontractors
    • View Document Archive for Subcontractors
      • View Document Archive Table Fields Overview for Subcontractors
      • Downloading a Document Archive for Subcontractors
      • Downloading a Document List for Subcontractors
      • Navigate to the View Document Archive Page for Subcontractors
    • Project Home for Subcontractors
      • Working with the Project Home Page for Subcontractors
      • Project Navigation Overview for Subcontractors
        • Selector Overview for Subcontractors
        • Project Menus Bar Overview for Subcontractors
          • My Contract Menu Overview for Subcontractors
          • Compliance Menu Overview for Subcontractors
          • Subcontracts Menu Overview for Subcontractors
          • Project Setup Menu Overview for Subcontractors
      • Navigate to the Project Home Page for Subcontractors
  • Sub-Tier Supplier Management
    • Contract Maintenance for Subcontractors
      • Sub-Tier Subcontract Settings Fields Overview
      • Creating Sub-Tier/Supplier Subcontracts
      • Reassigning Sub-Tier Subcontracts
      • Completing Sub-Tier/Supplier Subcontracts
      • Navigate to the Contract Maintenance Page for Subcontractors
    • Subcontract List for Subcontractors
      • Working with the Subcontract List Page for Subcontractors
      • Subcontracts Fields Overview for Subcontractors
    • Contract Status for Subcontractors
      • Working with the Contract Status Page for Subcontractors
      • Contract Status Fields Overview for Subcontractors
      • Navigate to the Contract Status Page for Subcontractors
    • On-System Supplier Draw Management
      • Manage Draw Participants for Subcontractors
        • Manage Draw Participants Informational Fields for Subcontractors
        • Adding Draw Participants for Subcontractors
        • Navigate to the Manage Draw Participants Page for Subcontractors
      • Manage Invoices for Subcontractors
        • Approving or Rejecting Sub-Tier Invoices
        • Navigate to the Manage Invoices Page for Subcontractors
  • Subcontractor Schedule of Values and Change Order Management
    • Edit Schedule of Values for Subcontractors
      • Working with the Schedule of Values for Subcontractors
      • Multiple Component Contracts Overview
      • About Modifying the Schedule of Values for Subcontractors
        • Reallocating Budget Amounts to a New Line for Subcontractors
        • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Viewing Subcontracted Lines for Subcontractors
      • Uploading New SoV from CSV for Subcontractors
      • Breaking Out Subcontractor SoV Manually
      • Edit Schedule of Values Fields Overview for Subcontractors
      • Edit SoV Tab Overview for Subcontractors
      • Edit Contract Tab Overview for Subcontractors
      • Edit Billings Tab Overview for Subcontractors
      • Navigate to the Edit Schedule of Values Page for Subcontractors
    • Setup Invoice Codes for Subcontractors
      • Setting Up Invoice Codes for Subcontractors
      • Setting Up Breakout Codes for Subcontractors
      • Setting Up Handling Codes for Subcontractors
      • Navigate to the Setup Invoice Codes Page for Subcontractors
    • Assign Invoice Codes for Subcontractors
      • Assigning Invoice Codes for Subcontractors
      • Exporting Invoice Codes for Subcontractors
      • Importing Invoice Codes for Subcontractors
      • Navigate to the Assign Invoice Codes Page for Subcontractors
    • Edit Code Hierarchy for Subcontractors
      • Creating New Hierarchy Nodes for Subcontractors
      • Navigate to the Edit Code Hierarchy Page for Subcontractors
    • View Schedule of Values for Subcontractors
      • View Schedule of Values Fields for Subcontractors
      • Navigate to the View Schedule of Values Page for Subcontractors
    • Change Orders for Subcontractors
      • Change Orders Overview for Subcontractors
      • Working with the Change Orders Page for Subcontractors
      • Creating a Subcontract Change Order for Subcontractors
      • Uploading a Change Order Document for Subcontractors
      • Viewing an Uploaded Change Order Document for Subcontractors
      • Change Orders Fields for Subcontractors
      • Navigate to the Change Orders Page for Subcontractors
      • Allocate Change Orders for Subcontractors
        • Allocating a Change Order Amount
        • Navigate to the Allocate Change Order Page
  • Draw Process for Subcontractors
    • Draw Process Overview
    • Draw Home Page for Subcontractors
      • Working with Draw Home for Subcontractors
      • Navigate to the Draw Home for Subcontractors
    • My Invoice Submission for Subcontractors
      • Working with your Billing Workflow for Subcontractors
        • Filtering and Using Search for Subcontractors
        • Using Table Views for Subcontractors
          • Progress and Retention Tab Fields Overview
      • Submitting an Invoice for Subcontractors
      • Specified Billing and Advance Billing
      • Stored Materials Tab for Subcontractors
        • Recording Stored Materials on the Stored Materials Tab for Subcontractors
      • Progress Tab for Subcontractors
        • Recording Progress Billing for Subcontractors
        • Configuring Unit Billing for Subcontractors
        • Declining to Invoice for Subcontractors
        • Adding an Attachment as a Part of Your Billing Workflow for Subcontractors
        • Deleting an Invoice Attachment as a Part of Your Billing Workflow for Subcontractors
        • Importing an Invoice from a File for Subcontractors
      • Retention Tab for Subcontractors
        • Billing Line Item Retention for Subcontractors
        • Contract Level Retention for Subcontractors
      • Record Sub-Tiers Tab for Subcontractors
        • Recording Payments to Sub-Tiers
      • Additional Information Tab for Subcontractors
        • Recording Hours Worked for Subcontractors
        • Recording Drug Testing Information for Subcontractors
      • Review Tab for Subcontractors
        • Reviewing your Billing and Proceeding to Signing
        • Usage Fee Failures
        • DocuSign Overview for Subcontractors
          • Enforceability and Non-Repudiation of Transactions for Subcontractors
          • Certificates of Completion for Subcontractors
        • Signing Documents for Subcontractors
          • Lien Waiver Policy
        • Electronic Notarization on TPM for Subcontractors
          • Notarizing a Document for Subcontractors
          • Notarizing Documents with a Document Authentication Number for Subcontractors
          • Bypassing Electronic Notarization When Signing a Document
      • Navigate to Your Billing Workflow for Subcontractors
    • My Invoices
      • Filtering Your Invoices
      • Enrolling And Unenrolling Select Invoices in a Textura Payment Accelerator Program
      • My Invoices Paid Tab Table Fields
      • My Invoices Unpaid Tab Table Fields
      • Repayment Details Dialog Box Fields
      • Navigate to the My Invoices Page
    • Attachments for Subcontractors
      • Uploading Backup Documents for Subcontractors
      • Opening Uploaded Files for Subcontractors
      • Navigate to the Attachments Page for Subcontractors
    • View Contractors and Material Suppliers for Subcontractors
      • Navigate to the View Contractors and Material Suppliers Page for Subcontractors
    • View Draw Request for Subcontractors
      • Navigate to the View Draw Request Page for Subcontractors
    • Print Draw Documents for Subcontractors
      • Printing Documents for Subcontractors
      • Navigate to the Print Draw Documents Page for Subcontractors
  • Compliance Overview for Subcontractors
    • Document Compliance
    • About Payment Holds for Subcontractors
    • Set Up Document Requirements for Subcontractors
      • Tracking Required Legal Document Status for Subcontractors
      • Set Up Document Requirements Fields for Subcontractors
      • Navigate to the Set Up Document Requirements Page for Subcontractors
    • Legal Document Update
      • Navigate to the Legal Document Update Page
    • My Document Status
      • Working with the My Document Status Page
      • Submitting Documents
      • Viewing Uploaded Documents
      • Deleting Legal Documents
      • Navigate to the My Document Status Page
    • View Document Status for Subcontractors
      • Working with View Document Status Page for Subcontractors
      • Document Status Overview for Subcontractors
      • Navigate to the View Document Status Page for Subcontractors
    • Manage Lien Waivers for Subcontractors
      • Working with Manage Lien Waivers for Subcontractors
      • Manage Lien Waivers Fields Overview for Subcontractors
      • Uploading Lien Waivers for Subcontractors
      • Updating Sub-Tier Lien Waiver Status
      • Reviewing Lien Waiver Alerts for Subcontractors
      • Deleting Uploaded Lien Waivers for Subcontractors
      • Navigate to the Manage Lien Waivers Page for Subcontractors
      • Managing Sub-Tier Contractors and Suppliers
        • Add Sub-Tier for Subcontractors
          • Adding a Manual Contractor
          • Adding a Lien Waiver Only Sub-Tier
          • Navigate to the Add Sub-Tier Page for Subcontractors
        • Edit Sub-Tier for Subcontractors
          • Updating Sub-Tier Details for Subcontractors
          • About Deleting a Lien Waiver Only or Manual Sub-Tier for Subcontractors
            • Deleting a Sub-Tier Organization
          • Navigate to the Edit Sub-Tier Page for Subcontractors
    • Manage Lien Waivers By Draw for Subcontractors
      • Working with Manage Lien Waivers by Draw for Subcontractors
      • Manage Lien Waivers by Draw Fields for Subcontractors
      • Navigate to the Manage Lien Waivers by Draw Page for Subcontractors
    • Updating Sub-Tier Lien Waiver Status
    • Lien Waiver Status for Subcontractors
      • Working with Lien Waiver Status Page for Subcontractors
      • Lien Waiver Status Fields Overview for Subcontractors
      • Navigate to the Lien Waiver Status Page for Subcontractors
    • Using Change Order Compliance for Subcontractors
    • Track Offline Notary for Subcontractors
      • Uploading a Notarized Document from the Upload Notarized Document Task
      • Track Offline Notary Table Fields for Subcontractors
      • Uploading a Notarized Document from the Track Offline Notary Page
      • Navigate to the Track Offline Notary Page for Subcontractors
  • Supplier Tracking for Subcontractors and Sub-Tiers
    • Submitting your Organization's Diversity Values
    • Resubmitting your Diversity Values or Certificate
    • Working with the Supplier Tracking Page for Subcontractors and Sub-Tiers
      • Viewing and Editing Sub-Tier Supplier Tracking Values
      • Submitting Diversity Values for your Sub-Tiers
      • Assigning a Does Not Qualify Status to a Sub-Tier
      • Viewing Organizations with Expired Certificates
      • Tracking Organizations with Pending Submission
      • Navigate to the Supplier Tracking Page for Subcontractors
  • Payments
    • Approve Discount Outside of Terms
      • Approving or Rejecting Discounts
      • Navigate the Approve Discount Outside of Terms Page
    • Approve Split Payment
      • Approving or Rejecting Split Payments
      • Navigate to the Approve Split Payment Page
    • Extending a TPA Funding Cutoff
    • Payment Receipt
      • Navigate to the Payment Receipt Page
  • Reports
    • Generate Reports for Subcontractors
      • Creating a Report for Subcontractors
      • Navigate to the Generate Reports Page for Subcontractors
    • View Reports for Subcontractors
      • Viewing a Report File for Subcontractors
      • Viewing a Report Audit for Subcontractors
      • Report List for Subcontractors
      • Navigate to the View Reports Page for Subcontractors
    • Subcontractor Report Details
      • All Users by Project Report
      • All Users by Role Report
      • Contract Detail Report
      • Draws Initiated Report
      • Organizational Change Audit Report
      • Project User Role Audit Report
  • Manage Aconex Integration for Subcontractors
    • Enabling Aconex Integration for Subcontractors
• Sub-Tier Subcontractors and Suppliers
  • Lien Waiver Only Sub-Tiers and Suppliers
    • Account Setup
      • Invitation Email Overview for Subcontractors
      • Create Username for Subcontractors
        • Updating the e-Sign PIN
        • Navigate to the Create Username Page
      • Edit User for Lien Waiver Only Sub-Tiers
        • Resending User Invites
        • Deactivating User Accounts for Subcontractors
        • Updating the User Profile for Lien Waiver Only Sub-Tiers
        • Setting Up a Verification Phone Number
        • Navigate to the Edit User Page
      • My Organization Profile for LW Subs
        • General Information Overview for LW Subs
        • Updating the My Organization Page for LW Subs
        • Navigate to the My Organization Profile Page
      • My Organization Settings for LW Subs
        • Organization Administration Overview for LW Subs
        • Choosing Organization Settings for LW Subs
        • Setting Up a Data Collection Consent Notice
        • Navigate to the My Organization Settings Page
      • Create New Sub-Tier Users
        • Updating a User Profile for Another Lien Waiver Only Sub-Tier User
        • Navigate to the Create User Page
      • Home for Lien Waiver Only Sub-Tiers
        • Working with the Home Page for Lien Waiver Only Sub-Tiers
        • Saving Custom Filters
        • Deleting Saved Filters
        • Navigation Overview for Lien Waiver Only Sub-Tiers
          • Header Menus Overview for LW Subs
            • Organization Name Menu Overview for LW Subs
            • Name Menu Overview for LW Subs
            • Help Panel Overview
          • Home Page Menu Overview for LW Subs
            • Users Menu for LW Subs
            • Organizations Menu for LW Subs
            • Tasks Menu Overview
          • Selector Overview for LW Subs
          • Sub-Tier Home Page Menu Navigation Overview
        • Project Table Fields for Lien Waiver Only Sub-Tiers
      • Tasks
        • Working with the Tasks Page
        • Saving Custom Filters
        • Deleting Saved Filters
        • Filtering and Ordering Tasks
        • Tasks Table Fields
        • Navigate to the Tasks Page
    • Draw Process for Lien Waiver Only Sub-Tiers
      • Sub-Tier Home Page
        • Working with the Sub-Tier Home Page
        • Selector Overview for LW Subs
        • Sub-Tier Home Page Menu Navigation Overview
      • Sign Sub-Tier Document
        • DocuSign Overview
          • Enforceability and Non-Repudiation of Transactions
          • Certificates of Completion
        • Signing Documents for LW Sub-Tiers
        • Navigate to the Sign Sub-Tier Document Page
  • On-System Sub-Tiers
    • Sub-Tier Compliance Overview
• Owners
  • Common Owner Workflow
  • Security Best Practices for Owners
    • Managing Personal Information
      • About Personal Information
      • Personal Data in TPM
      • Cookie Usage
      • Your Responsibility
        • Protecting Your Oracle Textura Payment Management Account
        • Protecting Your Bank Account Data on Oracle Textura Payment Management
        • Managing User Access
        • Organization Data Management
        • Oracle Customer Service User and PII
        • Best Practices to Prevent Phishing and Social Engineering
      • About Consent Notices
        • Setting Up a Data Collection Consent Notice
      • Security Center for Owners
        • Security Update Table Fields Overview
        • Tracking User Updates
        • Tracking Organization Updates
        • Tracking Login Attempts
        • Navigate to the Security Center
  • Account Setup for Owners
    • Create Username for Owners
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • My Organization Profile for Owners
      • Updating the My Organization Profile Page
        • Protecting Your Bank Account Data on Oracle Textura Payment Management
        • Organization Data Management
    • My Organization Settings for Owners
      • Choosing Organization Settings for Owners
      • Organization Settings Overview for Owners
      • About Consent Notices
        • Setting Up a Data Collection Consent Notice
    • Add Secondary Organization
      • Creating a Secondary Organization
      • Navigate to the Add Secondary Organization Page
  • Project Setup for Owners
    • Project Setup Workflow
    • Adding a Project for Owners
    • Deleting a Project
    • Accept the Project
      • Accepting the Project Owner Role
      • Navigate to the Accept the Project Page
    • Create Project Participants for Owners
      • About Project Participants for Owners
      • Creating Project Participants for Owners
      • Navigate to the Create Project Participants Page
    • Choose Project Settings for Owners
      • Project Settings Overview for Owners on General Contractor Created Projects
      • Selecting Project Settings for Owner Created Projects
        • General Information Settings for Owners
        • Project Settings for Owners
        • Contract Settings for Owners
        • Documents Settings for Owners
        • Site Information Settings for Owners
        • Metering Settings for Owners
      • Document Sets for Owners
        • Working with the Document Sets Page for Owners
        • Creating a Document Set for Owners
        • Navigate to the Document Sets Page
      • Assign Document Sets for Owners
        • Working with the Assign Document Sets Page for Owners
        • Assign Document Sets Table Field Overview
        • Assigning a Document Set
        • Navigate to the Assign Document Sets Page
      • Navigate to the Project Settings Page for Owners
    • User Roles for Owners
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
    • Edit Project Funding for Owners
      • Adding or Updating Project Funding Details
      • Navigate to the Edit Project Funding Pane
    • Project Home for Owners
      • Working with the Project Home Page for Owners
      • Project Navigation Overview for Owners
        • Selector Overview for Owners
        • Project Menus Overview for Owners
          • My Contract Menu Overview for Owners
          • Compliance Menu Overview for Owners
          • Project Setup Menu Overview for Owners
          • Project Tools Menu Overview for Owners
          • Integration Menu Overview for Owners
  • Draw Process for Owners
    • Working with Draw Home for Owners
    • Disable Owner Workflow for Owners Working as General Contractors
    • Contract Status for Owners
    • Serial Approval for Owners and Architects
      • Serial Approval Scenarios for Owners
      • Applying Standard Approval
      • Applying Parallel Approval
  • Change Order Management for Owners
    • Change Orders for Owners
      • Working with the Change Orders Page for Owners
      • Uploading a Change Order Document
      • Viewing an Uploaded Change Order Document
      • Change Orders Fields for Owners
      • Navigate to the Change Orders Page for Owners
  • Disbursment for Owners
    • Manage Draw Payments for Owners
      • Disbursing Funds as an Owner
      • Sending a Disbursement Notification
      • Adding Contract Comments and Draw Comments
      • Navigate to the Manage Draw Payments Page
    • About Configuring Out of Order Disbursements for Owners
      • Disbursing Future Draw Payments for Owners
    • Edit Payment Status for Owners
      • Working with the Edit Payment Status Page for Owners
      • About Payment Holds for Owners
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Changing a Discount During Discount Terms
      • Changing a Discount After Discount Terms Pass
      • Modifying Payment Options
      • Adding Contract Comments and Draw Comments
      • Navigate to the Edit Payment Status Page
    • Enterprise Wide Disbursement
      • Working with the Enterprise Wide Disbursement Page for Owners
      • Configuring Tables
      • Disbursing Enterprise Wide Funds
      • Finding Disbursable Payments
      • Filtered and Selected Payments Reports
      • Enterprise Wide Disbursement Reports
      • Navigate to the Enterprise Wide Disbursement Page
    • Bank Reconciliation Files for Owners
      • Bank Reconciliation Files Table Fields for Owners
      • Navigate to the Bank Reconciliations Page for Owners
  • Reports
    • Creating a Report
      • Navigate to the Generate Reports Page
    • Viewing a Report File
    • Viewing a Report Audit
    • Owner Report Details
      • All Users by Project Report
      • All Users with Roles Report
      • Attachments Report
      • Awaiting Submission Report
      • Change Order Log
      • Compliance Audit Report
      • Compliance Status Report
      • Disbursable Report
      • Disbursed Report
      • Draws Initiated Report
      • Hours Worked Report (Owner/Title Company)
      • Lien Waiver Status Report
      • Manage Draw Payments Report
      • Minority Business Status Report
      • Offline Notary Tracking Report
      • Owner Billing With Invoice Codes
      • Owner Funding Report
      • Payment Reconciliation Report
      • Payments Held Report
      • Project Billing Detail - Owner Report
      • Project Compliance Report
      • Project Listing Report
      • Project Supplier Tracking Summary Report
      • Project User Role Audit Report
      • Quality Surveyor Assessment of the Payment Application Report
      • Signing Report
      • Sub-Tier Status Report
      • Subcontract Component Adjustment Report
      • Subcontract Component Listing Report
      • Subcontract Component Listing Report (Grouped by Subcontract)
      • Subcontract Line Item Billing by Draw Report
      • Subcontract Reconciliation
      • Subcontract Settings Report
      • Unapproved Invoice Component Accrual Report
      • Unapproved Invoice Report
      • VAT Domestic Reverse Change Detail
• TPM News Articles
  • Enhancements in This Release
  • Enhancements in the 23.6 Release
  • Enhancements in the 23.5 Release
  • Enhancements in the 23.4 Release
  • Request Help Through the Oracle Construction and Engineering Support Portal
  • Browser Policy Change
  • Enhancements in the 22.12 Release
  • Enhancements in the 22.11 Release
  • Enhancements in the 22.10 Release
  • Enhancements in the 22.9 Release
  • Enhancements in the 22.8 Release
  • Enhancements in the 22.7 Release
  • Enhancements in the 22.6 Release
  • Enhancements in the 22.5 Release
  • Enhancements in the 22.4 Release
  • Enhancements in the 22.3 Release
  • Enhancements in the 22.2 Release
  • Enhancements in the 22.1 Release
  • Enhancements in the 21.12 Release
  • Enhancements in the 21.11 Release
  • Enhancements in the 21.10 Release
  • Enhancements in the 21.9.0.0 Release
  • Feature: Review Business Classification Certificates (21.9.0.0)
  • Feature: Track Offline Notary (21.9.0.0)
  • Join our Level Up - Textura enhancements webinar!
  • Enhancements in the 21.8.0.0 Release
  • Feature: Subcontract List New Look and Feel (21.7.0.0)
  • Feature: Use an app for Two-Step Verification (21.7.0.0)
  • Enhancements in the 21.7.0.0 Release
  • Enhancements in the 21.6.0.0 Release
  • Feature: Enter Invoice Changes (21.5.0.0)
  • Enhancements in the 21.5.0.0 Release
  • Improved Support in French and Spanish
  • Amélioration du soutien en français
  • Soporte Mejorado En Español
  • Enhancements in the 21.4.0.0 Release
  • Feature: Introducing a Revamped Project Settings Experience (21.3.0.0)
  • Enhancements in the 21.3.0.0 Release
  • Enhancements in the 21.2.0.0 Release
  • Enhancements in the 21.1.0.0 Release
  • Enhancements in the 20.12.0.0 Release
  • Enhancements in the 20.11.0.0 Release
  • Feature: Introducing a Revamped Enterprise Wide Disbursement Experience (20.10.0.0)
  • Feature: Textura Analytics for Project Owners (20.10.0.0)
  • Enhancements in the 20.10.0.0 Release
  • Change to TPM Email Service
  • Subscribe to TPM Maintenance and Outage Alerts
  • Enhancements in the 20.9.0.0 Release
  • Enhancements in the 20.8.0.0 Release
  • Enhancements in the 20.7.0.0 Release
  • Enhancements in the 20.6.0.0 Release
  • Security Best Practices Update
  • Enhancements in the 20.5.0.0 Release
  • Enhancements in the 20.4.0.0 Release
  • Feature: Generate Document Archive (20.3.0.0)
  • Enhancements in the 20.3.0.0 Release
  • Feature: New Business Classification Tracking Dashboard (20.2.0.0)
  • Enhancements in the 20.2.0.0 Release
  • Feature: New Integration Home Page (20.1.0.0)
  • Enhancements in the 20.1.0.0 Release
  • Enhancements in the 19.12.0.0 Release
  • Enhancements in the 19.11.0.0 Release
  • Enhancements in the 19.10.0.0 Release
  • Enhancements in the 19.9.0.0 Release
  • Enhancements in the 19.8.0.0 Release
  • Enhancements in the 19.6.1.0 Release
  • Feature: Specified Billing Enhancements (19.6.0.0)
  • Enhancements in the 19.6.0.0 Release
  • Enhancements in the 19.5.0.0 Release
  • Notice - Upcoming Data Center Migration
  • Subcontractor Usage Fee Change
  • Enhancements in the 19.4.0.0 Release
  • Feature: Subcontractor Access to Reports (19.3.0.0)
  • Feature: Textura Analytics for General Contractors (19.3.0.0)
  • Enhancements in the 19.3.0.0 Release
  • Feature: Project Home Page Enhancements (19.2.0.0)
  • Feature: Draw Home Page Enhancements (19.2.0.0)
  • Feature: New Change Orders Page (19.2.0.0)
  • Enhancements in the 19.2.0.0 Release
  • Feature: Subcontract Item Numbers are Locked for Imported Subcontracts (19.1.0.0)
  • Feature: Introducing a Centralized Location for Invoice Tracking (19.1.0.0)
  • Enhancements in the 19.1.0.0 Release
  • RATE REDUCTION - Subcontractor Direct Financing (SDF)
  • General Contractors Can Disable the Owner Billing Workflow
  • Apply Lien Waiver Payment Holds at the Draw Level
  • New Print Functionality in TPM
  • View and Print Draw Documents from Enterprise Wide Disbursement Screen
  • Introduction to TPM Video
  • Getting Started on Oracle Cloud
  • Coming Soon: An Improved TPM User Interface
  • Enhancement to Minority Status Tracking
  • General Contractors Can Include Draft Invoices When Printing Draw Documents
  • Track Deadlines for Invoice Approvals
  • Manage Retention at Draw Initiation
  • Conditional Approval Rules Send Invoices to Alternate Approvers
  • Choose How to Calculate Payment Due Dates
  • Read Feature Announcements in TPM
  • Introducing Invoice Holds
  • Upgraded Credit Card Process
  • Configure Unit Billing Settings
  • Customize Invoice Rejection Text
  • Browser Policy for TPM